JPMorgan Asset Management’s Bob Michele says sticking with one of this year’s hottest trades in emerging markets remains a top idea heading into 2026 even as the selling pressure on the US dollar is likely to wane https://t.co/Z5e61j6kQL ...

Why Emerging Markets Choose Crypto, According to CZAt the 2025 Binance Blockchain Week on December 3, Binance founder CZ was asked why emerging economies such as Peru need crypto. He responded by sharing a memorable thank-you letter from a user: before 2017, this user needed three days just to pay a single bill, but with crypto payments, the same task now takes only three minutes. At the same time, he was able to experiment with small investments — a change that brought real, tangible improvement to his lif ...

Thanks for everyone who came out to Money Rails this week!Over a thousand people joined us to talk payments rails, institutional adoption, privacy, emerging markets, and alpha on our new integrations 🇦🇷🧵 https://t.co/wm4hgr6dgN ...

The biggest beneficiary from Trump 2.0 looks like emerging markets, says @johnauthers. And it has a good chance to last (via @opinion) https://t.co/tFxmQ9F0tC ...

More than half of stablecoin liquidity in emerging markets sits on the purple chainApart from Ethereum, that’s more than all other EVM chains combined https://t.co/PFu2OYPKSP ...

When money moves faster, opportunity does too.A multi-year collaboration will combine Polygon Labs’ payment rails with Flutterwave’s $40B scale to tackle high fees, slow settlement, and limited financial access across emerging markets. ...

A relentless surge in the price of gold is delivering windfalls across emerging markets, boosting investor confidence in countries that mine and buy the metal https://t.co/tSMWqtDiCg ...

“There are encouraging signs that capital is beginning to flow back into emerging markets and other regions,” writes @GitaGopinath in a guest essay. “However, this trend may stall unless those economies can show they are able to generate consistent growth” https://t.co/JdHUaTYgWl ...

Core Insights - The recent surge in the Argentine peso is attributed to the perception of a US government backstop for Argentine assets, which has implications for emerging market investments [1][2] - Historical context indicates that significant support from the IMF could lead to substantial currency appreciation, as seen in past experiences with Argentina [2] - The current political landscape in Argentina, including fiscal austerity measures and trade relations with Brazil, is influencing market sentiment and investment strategies [3][4] Economic Dynamics - Argentina's recent currency interventions cost approximately one billion dollars, raising questions about the sustainability of such measures [2] - The trade relationship between the US and Argentina is relatively minor, with exports around 910 billion and imports between 700 to 800 million, suggesting limited systemic importance [6] - The potential for setting a precedent in international bailouts raises concerns about future interventions in other nations facing economic difficulties [6] Investment Opportunities - The performance of gold and specific Argentine stocks, such as Mercado Libre, has been positively influenced by recent headlines, indicating potential investment opportunities [5] - The stock ARGT is suggested as a vehicle for investors looking to capitalize on the current market dynamics in Argentina [5]

Group 1 - The market is anticipating a rate cut from the Federal Reserve, with a focus on the guidance provided during the announcement [1][2] - The dot plot will be crucial in determining how many cuts are priced in for the remainder of this year and into next year, with current expectations being high [2][3] - There is uncertainty regarding the influence of new Fed governors on future guidance, which may affect market reactions [3][4] Group 2 - The handling of questions by Jerome Powell during the press conference is expected to create volatility, as there is significant uncertainty surrounding the Fed's future direction [5][6] - The dollar is projected to continue its downtrend over the coming years, which may benefit emerging markets significantly [6] - There is a growing sentiment that the current economic environment marks the end of US exceptionalism, further contributing to the dollar's decline [6] Group 3 - There is interest in obtaining Jerome Powell's personal views on inflation projections, as accountability from the Fed chair could provide clearer insights into future monetary policy [7][8] - The committee structure of the Fed allows members to avoid personal accountability, which some analysts believe could be improved by having clearer individual projections [8][9]